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Schneider Electric Infrastructure (SCHNEIDER) investor relations material
Schneider Electric Infrastructure Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record quarterly sales exceeding INR 1,000 crore, driven by strong order inflow and a robust order backlog of INR 1,707 crore, up over 50% year-over-year, with significant wins in data centers, clean energy, and semiconductors.
Major digital and automation solutions deployed in utilities and metro rail networks, enhancing operational efficiency.
Unaudited financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 12, 2026.
Limited Review Report from statutory auditors provided an unmodified opinion on the results.
Financial highlights
9M FY26 sales reached INR 2,301 crore, up 12.3% year-over-year; Q3 sales were INR 1,029 crore, up 20.1% year-over-year.
EBITDA for 9M FY26 was INR 339 crore (14.7% margin), up 7.6% year-over-year; Q3 EBITDA was INR 177 crore (17.2% margin), up 20.1% year-over-year.
Profit before tax (before exceptional items) for 9M FY26 was INR 281 crore, up 8.2% year-over-year; Q3 was INR 155 crore, up 19.4% year-over-year.
Profit after tax for 9M FY26 was INR 191 crore, down 10.6% year-over-year; Q3 was INR 97 crore, down 12.2% year-over-year, impacted by exceptional items.
Exceptional items of INR 42.2 crore in Q3 FY26, mainly due to gratuity liability changes from new labor code.
Outlook and guidance
Management expects continued strong order intake, supported by government CapEx, infrastructure investments, and sectoral growth in data centers, renewables, and semiconductors.
Focus remains on efficient order execution, profitability, and leveraging operational scale.
No specific quantitative guidance provided, but Q4 is typically the strongest quarter.
The company continues to monitor regulatory changes and will adjust accounting treatment as required.
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